01Key facts / TL;DR
It depends: first identify the reviewing agency, permit-application date and actual construction scope.
Yes, new conditioned buildings and conditioned additions typically need Title 24 Part 6 energy-compliance documentation.
It depends whether an alteration needs component documentation, performance modeling or no new Part 6 document for the proposed work.
No, a planning approval, solar contract or product label does not replace required building-energy records.
It depends which form family applies: single-family CF1R, multifamily documents and nonresidential NRCC are not interchangeable.
By project type
Find the guide closest to your project
Pick a project type to jump to its short summary, then open the full guide.
- HVACDo I Need Title 24 for an HVAC Replacement?Often yes for altered heating or cooling. Identify equipment, ducts and permit date before choosing California energy forms or assuming like-for-like work is exempt.
- Water heaterDo I Need Title 24 for a Water Heater Replacement?Often yes for altered water-heating components, but not always a whole-house model. Check the system, permit date and applicable forms before ordering a report.
- RoofDo I Need Title 24 for a Roof Replacement?It depends on reroof scope, building type and location. Check cool-roof evidence, altered assemblies and permit date before assuming a whole-house report is needed.
- Kitchen / bathDo I Need Title 24 for a Kitchen or Bathroom Remodel?It depends on the changed components, not room size. Separate finish-only work from lighting, ventilation, hot-water and window changes before requesting energy documents.
- ADUDo I Need Title 24 for an ADU or Garage Conversion?Usually yes for new ADUs and many conversions to conditioned living space. Establish detached, attached, conversion or JADU scope before selecting energy documents.
- GarageDo I Need Title 24 for a Garage Conversion?It depends on the approved existing condition and proposed use. Turning an unconditioned garage into living space usually needs energy documentation, not just a new room label.
- EVDo I Need Title 24 for an EV Charger?It depends on the permit scope. Separate EVSE electrical and CALGreen requirements from Part 6 energy documentation before ordering a whole-building report for a charger.
- BatteryDo I Need Title 24 for Battery Storage?It depends whether storage is a standalone electrical installation or part of building compliance. Separate installed batteries, BESS readiness and a required CF1R package.
- Lighting TIDo I Need Title 24 for a Lighting-Only Commercial TI?Usually yes for regulated lighting alterations in a permitted commercial TI. Define the fixtures, controls and affected areas before choosing nonresidential energy documents.
- RemodelDo I Need Title 24 for a Remodel in California?It depends on the changed components. Separate cosmetic work from window, HVAC, lighting and envelope alterations before ordering remodel energy documentation.
- AdditionDo I Need Title 24 for a California Home Addition?Usually yes for a conditioned addition. Identify the added area, changed existing components and permit date before choosing documents or a modeling boundary.
- WindowsDo I Need Title 24 When Replacing Windows?Often yes when permitted work alters fenestration. Check replacement versus addition scope, U-factor/SHGC and the required documents before ordering windows.
- SolarDo I Need Title 24 for Solar Panels in California?It depends on the permit scope. Separate standalone PV work from solar included in new-home or ADU energy compliance; panels do not replace required CF1R documents.
- New constructionDo I Need Title 24 for a New California Home?Yes—new conditioned dwellings typically need energy-compliance documentation before permit. Confirm the application date, classification and design path early.
- SB 9Do I Need Title 24 for an SB 9 Project?Usually yes when SB 9 leads to new conditioned dwellings. Separate lot-split/planning approval from building-permit energy compliance and document each building.
- MultifamilyDo I Need Title 24 for a Multifamily Project?Yes for new multifamily construction and many additions/alterations. Confirm classification, common systems and form families rather than assuming CF1R covers everything.
- CommercialDo I Need Title 24 for a Commercial Tenant Improvement?Often yes for permitted commercial lighting, HVAC and envelope work. Define the changed scope and occupancy before choosing an NRCC package or full-building analysis.
- Pool / spaDo I Need Title 24 for a Pool or Spa? Heating, Pumps and FormsYes, pool equipment can trigger mandatory 2025 energy rules—but not automatically a whole-house model. Check heater scope, exceptions, covers, pumps and forms.
- HistoricDo I Need Title 24 for a Historic Home? Scope Before AssumptionsIt depends on scope, not historic status alone. Coordinate preservation constraints, application date, windows and altered systems before ordering energy documents.
- Condo windowsDo I Need Title 24 for Condo Windows? Forms, Ratings and HOA ScopeYes, condo window replacement often triggers energy alteration requirements. Separate HOA consent from AHJ review and confirm the form family and rated product data.
- Accessory structureDo I Need Title 24 for an Accessory Structure or Backyard Studio?It depends on conditioning and occupancy, not the shed or studio label. Compare storage, conditioned accessory space, guest houses and ADUs before ordering forms.
- Change of occupancyDo I Need Title 24 for a Change of Occupancy or Use?Often yes: a change of occupancy can need scoped energy documents. Review conditioning, lighting, HVAC and envelope work before choosing CF1R, multifamily or NRCC forms.
02Start with the authority and date, not an order for “a Title 24”
Title 24 is the California Building Standards Code, with multiple parts. Part 6 is the Energy Code; Part 11 is CALGreen and is separate. People often use “Title 24 report” to mean an energy calculation or compliance certificate, but that phrase does not identify the required task. A new dwelling, replacement windows and a tenant lighting alteration can each need different evidence.
Identify which city, county or other agency reviews the actual property. Then obtain its recorded building-permit application date. Statewide 2025 Energy Code requirements apply to applications on or after January 1, 2026; earlier applications may use the 2022 edition. Construction start, permit issuance and drawing dates are not substitutes. Ask the AHJ about amendments, expired permits or a new application before selecting software/forms.
A local energy provision may add another layer, but an online summary cannot establish its application to a parcel. Ask the agency which adopted requirements and submission instructions apply. Do not assume a permit exemption, a report exemption or a local requirement from the project’s nickname. Keep the answer and its source with the plans.
03Decision tree: choose the branch that describes the work
Work through these questions in order. More than one branch can apply: a remodel may include replacement windows, a new HVAC system and an addition. Record all affected components rather than choosing the least demanding project label.
- +New conditioned building or dwelling? Start with the new-construction branch. If the planning route is SB 9, keep that entitlement separate from building-permit energy compliance.
- +Increasing conditioned floor area or volume? Start with the addition branch. A conversion of previously unconditioned space can matter even when the outside footprint does not grow.
- +Creating an ADU or JADU? Identify new detached work, attached work and prior conditioning before choosing new-construction, addition or alteration requirements.
- +Converting a garage? Compare the supported existing conditioning status with the proposed room, ADU or retained storage use. Unchanged exterior dimensions do not settle the energy classification.
- +Changing existing rooms or components? Use the remodel and windows branches to distinguish finishes from changed envelope, lighting, ventilation, water heating or space conditioning.
- +Replacing heating/cooling or changing ducts? Use the HVAC branch to identify the altered system, appropriate records, required ECC verification and any already-sourced local overlay to confirm.
- +Replacing a water heater or changing hot-water distribution? Use the water-heater branch to separate an appliance proposal from the applicable alteration pathway and supporting evidence.
- +Replacing roofing or changing a roof/ceiling assembly? Use the roof branch to distinguish covering work, product ratings and assembly conditions before assuming a whole-house model.
- +Only a kitchen or bathroom? Use the room-level branch to separate finishes from lighting, ventilation, hot-water and window changes; small area does not establish an exemption.
- +Adding PV? Separate standalone equipment work from PV incorporated into an already-required building compliance package.
- +Installing an EV charger? Separate electrical/CALGreen evidence from Part 6 energy documents. A wall charger alone does not automatically require a whole-building model.
- +Installing storage or preparing for a future battery? Separate actual BESS installation, applicable new-building readiness provisions and an existing building-energy package.
- +More than one dwelling, common systems or mixed use? Establish classification and form families through the multifamily branch; do not copy a house’s certificate for the whole building.
- +Commercial tenant, lighting, HVAC, envelope or occupancy work? Use the commercial branch to define affected systems and applicable NRCC documentation.
- +Lighting-only tenant improvement? Identify fixtures, controls, affected areas and the current NRCC pathway. Maintenance lamp work and a regulated lighting alteration are not automatically identical.
- +Pool or spa equipment? Separate mandatory heating, circulation and cover provisions from a whole-building model; first-time heat and existing-heater alterations can differ.
- +Historic building? Bring designation records and preservation direction, but do not assume a blanket Part 6 waiver. Coordinate the actual addition, alteration or window scope.
- +Condo windows? Establish the building form family, rated opening schedule and envelope responsibility; HOA permission does not replace energy compliance.
- +Accessory structure? Compare unconditioned storage, conditioned accessory use and a dwelling. A backyard studio label does not determine occupancy or an exemption.
- +Change of occupancy? Confirm existing/proposed use and conditioning, then scope lighting, mechanical and envelope records rather than choosing a form from the tenant name.
Decision guide: hvacDecision guide: water heaterDecision guide: roofDecision guide: kitchen bathDecision guide: aduDecision guide: garage conversionDecision guide: ev chargerDecision guide: battery storageDecision guide: lighting tiDecision guide: remodelDecision guide: additionDecision guide: windowsDecision guide: solarDecision guide: new constructionDecision guide: sb9Decision guide: multifamilyDecision guide: commercialDecision guide: pool spaDecision guide: historicDecision guide: condo windowsDecision guide: accessory structureDecision guide: change of occupancy
04Compliance is not always a whole-building performance model
Prescriptive compliance demonstrates applicable requirements through specified measures and supporting documents. Performance compliance uses approved software and an appropriate boundary to evaluate a proposed design. Both retain applicable mandatory requirements. A performance result is not a way to ignore an independently required provision, and a prescriptive path does not mean no paperwork.
For alterations, the first question is which regulated components change. Painting a wall and replacing that wall’s windows are different energy scopes. Some finish-only work may not trigger new Part 6 documentation, while a limited equipment or envelope change can need focused records without requiring a model of every room. Have the project team and AHJ confirm the scope before purchasing analysis.
For additions, distinguish new conditioned area from retained existing space and altered components. Addition-alone and existing-plus-addition modeling are different boundaries, not freely interchangeable answers. The right decision starts with the plans and applicable approach. A larger model may be useful, but usefulness alone does not establish that it is the required permit deliverable.
05Forms: identify the building before the certificate
Where the single-family family applies, CF1R records design compliance. Contractors complete applicable CF2R installation records; qualified ECC-Raters perform required CF3R verification. ECC, Energy Code Compliance, is current terminology. Older-cycle records may say HERS; that legacy wording does not automatically change the governing edition.
Multifamily buildings have category-specific documentation, including LMCC/LMCI/LMCV in the CEC low-rise multifamily catalog. The CEC also maintains a nonresidential/high-rise multifamily resource family. Do not assign CF1R solely because a room is residential or invent a height cutoff from this guide. Confirm classification and affected systems first.
For applicable nonresidential work, NRCC documents design compliance. NRCI installation, NRCV verification and NRCA acceptance records have separate purposes and responsible participants. Not every project needs every family. A completed design certificate is not proof that work was installed or testing passed.
CEC single-family formsCEC low-rise multifamily formsCEC nonresidential form resources
06A worked triage example: one remodel, several possible documents
ILLUSTRATIVE ONLY: an owner calls a project a kitchen remodel. The written scope initially lists cabinets and painting. Later drawings show replaced exterior windows, new lighting and relocated ventilation equipment. The energy question changes because the changed components are now visible—not because the marketing label changed.
The applicant identifies the reviewing agency and application date, then gives the designer/preparer a retained-versus-changed schedule. They determine which alteration documents are applicable and whether performance analysis would serve a supported purpose. If no envelope or system changes were actually proposed, the team would ask a different documentation question. This example grants no permit exemption or universal report waiver.
A useful response is a defined scope: these components require review, these inputs are missing, and this is the requested documentation stage. “Order a full model just in case” and “it is only a kitchen, so nothing applies” are both poor substitutes for that review. Ask for the basis and retain it.
07The five pieces of information that make the answer useful
Before requesting final output, assemble a short decision packet:
- +AHJ and application record: address/parcel, reviewing department, recorded building application date, permit identifiers and any prior direction about scope or edition.
- +Project type and boundaries: existing/proposed plans, building classification, conditioned floor area, dwelling count and clearly labeled additions, conversions, alterations and retained spaces.
- +Changed components: openings, assemblies, lighting, ventilation, heating/cooling, hot water, PV/storage and the areas each system serves. Identify retained equipment rather than assuming replacement.
- +Supported performance inputs: window U-factor/SHGC, assemblies/insulation and equipment schedules from the responsible designers. Mark unknowns as provisional instead of inventing values.
- +Requested stage: preliminary decision, permit package or correction. Include the actual reviewed set and complete comments for a revision, with a clear change summary.
08Choose the service after the decision
A homeowner may need help identifying the applicable design-document scope, not immediate field testing. An architect may need an early option comparison before product selections are final. A contractor may instead be missing installation or testing records. Identify the responsible task and participant rather than expecting one report order to cover all stages.
The published residential/commercial square-footage menu is a starting point for report pricing, not a declaration that every proposed change requires the same deliverable. Send the plans and open questions for scope review. This decision cluster complements the deeper service and technical guides; it does not replace project-specific interpretation by the reviewing agency.
Residential report serviceAdditions/remodels serviceADU serviceNew-construction serviceCommercial service
09Six first-decision questions
Does every building permit require a full energy model?
No. The actual building and changed components determine applicable requirements and documentation. Some scopes can use prescriptive or component records, while others need performance analysis. Ask the AHJ and project team before ordering a whole-building model.
Can a finish-only project have no new Part 6 report?
It may, if no regulated component or other applicable trigger is involved. Do not treat that as a blanket permit exemption. Confirm the complete work scope and required documentation with the reviewing agency.
Which year matters when my plans were drawn earlier?
Use the AHJ-recorded building-permit application date, not the drawing or construction date. Applications on or after January 1, 2026 use the 2025 Energy Code; ask about older valid applications, amendments or refiling.
Is CF1R the correct form for every residential building?
No. Single-family, multifamily and mixed-use classifications can lead to different document families. Establish classification and scope before selecting a form; a residential room alone does not settle the building-level documentation.
Does a report order include ECC visits and acceptance testing?
No. Design preparation, installation certification, required ECC verification and acceptance testing are separate responsibilities. Field testing, registry fees, CALGreen and AHJ fees are not included in the report scope.
What should I do if I cannot tell which branch fits?
Send the application record, existing/proposed plans and a retained-versus-changed component list. Identify unresolved classification or scope questions and ask the AHJ for direction instead of guessing a form or exemption.
10Choose the next documentation step
Use the published residential/commercial square-footage menu to understand report pricing, then send a scoped request rather than assuming a full model is necessary. Field testing, acceptance testing, registry fees, CALGreen and AHJ permit fees are separate. Intake is not payment, production acceptance or permit approval. This is educational information, not legal advice; confirm the applicable requirements and documentation with the authority having jurisdiction (AHJ).
Confirm the application’s code editionWhat to send for an energy reviewCF1R versus installation/verification recordsSee published PricingGet a Quote / upload plans
Sources
- CEC: 2025 Energy Code and January 1, 2026 effective date
- CEC: 2025 single-family CF1R, CF2R and CF3R forms
- CEC: 2025 NRCC, NRCI, NRCV and NRCA forms
- CEC 2025 low-rise multifamily forms: LMCC, LMCI and LMCV
- CEC: 2025 single-family manual, including performance and existing-building chapters
- CEC: Energy Code Compliance (ECC) Program and transition questions